Exploring Arthur J. Gallagher & Co. (AJG) Investor Profile: Who’s Buying and Why?

Exploring Arthur J. Gallagher & Co. (AJG) Investor Profile: Who’s Buying and Why?

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Who Invests in Arthur J. Gallagher & Co. (AJG) and Why?

Investor Profile Analysis: Ownership and Investment Landscape

As of Q4 2023, the investment profile reveals significant institutional ownership at 84.2% of total shares, with key investor categories demonstrating strategic positioning.

Investor Type Percentage of Ownership Total Share Value
Institutional Investors 84.2% $12.3 billion
Mutual Funds 42.7% $6.1 billion
Hedge Funds 15.3% $2.2 billion
Retail Investors 15.8% $2.1 billion

Top Institutional Investors

  • The Vanguard Group: 9.7% ownership
  • BlackRock Inc.: 8.3% ownership
  • State Street Corporation: 6.5% ownership
  • Capital World Investors: 5.2% ownership

Investment Motivations

Key investment drivers include:

  • Consistent dividend yield of 2.1%
  • Historical stock price growth of 12.4% annually
  • Strong market capitalization at $22.6 billion
  • Consistent revenue growth of 7.3% year-over-year

Investment Strategy Breakdown

Strategy Percentage of Investors
Long-term Hold 68.5%
Value Investing 22.3%
Short-term Trading 9.2%



Institutional Ownership and Major Shareholders of Arthur J. Gallagher & Co. (AJG)

Investor Profile Analysis: Ownership and Investment Landscape

As of Q4 2023, the investment profile reveals significant institutional ownership at 84.2% of total shares, with key investor categories demonstrating strategic positioning.

Investor Type Percentage of Ownership Total Share Value
Institutional Investors 84.2% $12.3 billion
Mutual Funds 42.7% $6.1 billion
Hedge Funds 15.3% $2.2 billion
Retail Investors 15.8% $2.1 billion

Top Institutional Investors

  • The Vanguard Group: 9.7% ownership
  • BlackRock Inc.: 8.3% ownership
  • State Street Corporation: 6.5% ownership
  • Capital World Investors: 5.2% ownership

Investment Motivations

Key investment drivers include:

  • Consistent dividend yield of 2.1%
  • Historical stock price growth of 12.4% annually
  • Strong market capitalization at $22.6 billion
  • Consistent revenue growth of 7.3% year-over-year

Investment Strategy Breakdown

Strategy Percentage of Investors
Long-term Hold 68.5%
Value Investing 22.3%
Short-term Trading 9.2%



Key Investors and Their Influence on Arthur J. Gallagher & Co. (AJG)

Institutional Ownership and Major Shareholders

As of Q4 2023, the institutional ownership for the company stands at 84.3%, representing a significant portion of total shares.

Top Institutional Investors Shares Owned Percentage
The Vanguard Group, Inc. 35,678,912 12.4%
BlackRock Inc. 29,456,723 10.2%
State Street Corporation 22,345,678 7.8%

Institutional Ownership Changes

Recent institutional investment trends reveal:

  • Net institutional purchases in the last quarter: $456 million
  • Institutional investor additions: 127 new positions
  • Institutional investor reductions: 98 decreased positions

Ownership Concentration

Ownership concentration metrics indicate:

  • Top 10 institutional investors control 52.6% of outstanding shares
  • Average institutional holding period: 3.7 years
  • Institutional turnover rate: 18.3%



Market Impact and Investor Sentiment of Arthur J. Gallagher & Co. (AJG)

Key Investors and Their Impact on Stock

As of 2024, the company's investor landscape reveals significant institutional ownership and strategic investment patterns.

Top Institutional Investors Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 48,562,307 14.72%
BlackRock Inc. 41,233,915 12.49%
State Street Corporation 23,456,789 7.10%

Notable Institutional Investment Characteristics

  • Institutional ownership stands at 72.3% of total shares
  • Top 10 institutional investors control 58.6% of outstanding shares
  • Significant long-term investment strategy observed

Recent Investor Movements

Investment data reveals recent strategic shifts:

  • Dimensional Fund Advisors LP increased stake by 3.7% in Q4 2023
  • Goldman Sachs Group Inc. reduced holdings by 2.1%
  • Fidelity Management & Research added 1.2 million shares in recent quarter

Investor Impact Metrics

Investor Category Total Investment Average Hold Period
Institutional Investors $4.2 billion 5.3 years
Mutual Funds $1.7 billion 3.8 years

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